PIWA

Prevail Innovative Wealth Advisors Portfolio holdings

AUM $515M
1-Year Est. Return 4.09%
This Quarter Est. Return
1 Year Est. Return
+4.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$345M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$5.52M
3
+$4.8M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$4.59M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.21M

Top Sells

1
+$7.84M
2
+$6.09M
3
+$5.84M
4
CCL icon
Carnival Corp
CCL
+$5.27M
5
CELH icon
Celsius Holdings
CELH
+$4.83M

Sector Composition

1 Technology 10.62%
2 Energy 6.34%
3 Real Estate 5.88%
4 Financials 4.2%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.41M 0.41%
60,357
+14,498
77
$1.31M 0.38%
32,640
+25,179
78
$1.28M 0.37%
+224,579
79
$1.28M 0.37%
+144,613
80
$1.22M 0.35%
+57,305
81
$1.22M 0.35%
100,839
+37,697
82
$1.22M 0.35%
5,573
-26,607
83
$1.22M 0.35%
+85,386
84
$1.22M 0.35%
60,513
-94,699
85
$1.21M 0.35%
95,321
+14,732
86
$1.21M 0.35%
308,778
+49,252
87
$1.21M 0.35%
18,595
+3,999
88
$1.2M 0.35%
122,451
+15,444
89
$1.19M 0.34%
93,921
+14,455
90
$1.19M 0.34%
49,291
+29,699
91
$1.18M 0.34%
140,894
+21,987
92
$1.18M 0.34%
88,628
+15,789
93
$1.18M 0.34%
72,480
+12,917
94
$1.13M 0.33%
22,887
+2,564
95
$1.13M 0.33%
46,789
+8,660
96
$1.12M 0.33%
135,761
+26,542
97
$1.11M 0.32%
76,806
+25,981
98
$1.1M 0.32%
102,626
+63,375
99
$1.09M 0.32%
+227,268
100
$1.08M 0.31%
92,104
+12,554
2 3
4
5 6